Ashley Jagemann is a financial advisor at Edward Jones in Manitowoc, WI, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones, she worked in the education sector with the Two Rivers Public School District and the Sheboygan Area School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Daniel Weber is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, having previously worked at Woodbury Financial Services and operating Belke Financial Group since 1999. Outside of his advisory roles, he is involved in several business ventures including co-owning a farming operation and a real estate holding LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial services and employs various asset-allocation tools and advisory platforms to manage portfolios across multiple asset classes.

Thomas Schug is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services, LLC since 2021. Schug is also the owner and president of Schug Financial LLC, where he offers financial services and oversees a tax service business providing tax preparation, payroll, and bookkeeping services. Additionally, he is a licensed independent insurance agent and serves as a Wisconsin notary. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a multi-manager platform offering model portfolios, third-party managers, and customized strategies.

Logan Bowles is a Series 66 licensed financial advisor with Edward Jones, based in Manitowoc, WI. He has three years of industry experience, including prior roles at Schrieber Foods Inc, UPS, Agents of Chaos LLC, and Club Wealth LLC. Outside of advising, he is a co-owner of a vacation rental property in Reedsville, WI, which is operated by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, supported by a large network of advisors and offices nationwide.

Logan Nienhaus is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services and Consolidated Construction Company. In addition to his advisory role, he is involved with Belke Financial Group as an insurance agent and financial advisor. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and diverse advisory platforms. The firm utilizes asset-allocation tools, risk assessment, and automated rebalancing to construct portfolios including various asset classes, managed on discretionary or non-discretionary bases.

Phillip Kubichka is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and works out of New Holstein, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Gottshall is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes a role at CGH Advisory LLC from 2016 to 2017. He is the managing member of Gottshall Capital Partners, LLC and oversees operations and provides financial advice at Lake Edge Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm utilizes risk profiling and analytical modeling to deliver tailored, non-discretionary planning and consulting.

Nancy Miller is a Series 66–licensed financial advisor with Robert W. Baird & Co. in Valders, Wisconsin. She has 15 years of industry experience, all with Baird since 2011. Outside of her advisory role, she performs basic bookkeeping and check writing for a local community organization, Pigeon Lake of Manitowoc. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group where Miller works, serves individual, corporate, pension, and charitable clients. The firm offers financial planning, portfolio management, and custody services through a range of manager- and model-traded strategies, with internal research and advanced tools supporting its advisory process.

Justin Weber is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 credential and previously worked at Woodbury Financial Services and Belke Financial Group, where he continues to serve clients. Outside of OSAIC, he is affiliated with Belke Financial Group as a financial advisor and insurance agent. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by a wide range of investment platforms, utilizing asset allocation tools and third-party solutions to manage portfolios across various asset classes.

Luke Heinen is a financial advisor with LPL Financial based in Manitowoc, WI. He holds a Series 66 designation and has one year of industry experience. Heinen previously held roles at BMO Bank NA, Packerland Brokerage Services, Rohde Dales LLP, and other firms. He is currently serving a three-year term as a deacon at First Christian Reformed Church of Oostburg and was elected president of the deacons in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Samantha Bratz is a Series 66 licensed financial advisor with Edward Jones in New Holstein, WI, and has seven years of experience at the firm. Prior to Edward Jones, she worked with Best Friends of Neenah-Menasha and Gobbler's Knob. Outside of her advisory role, she is involved in community activities as a middle school volleyball coach and board member for the Stockbridge Booster Club, as well as an influencer with Beneve LLC, promoting health and wellness through social media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Sherri Halverson is a financial advisor with Thrivent Investment Management based in Cleveland, WI. She holds a Series 66 designation and has 24 years of industry experience. Prior to joining Thrivent, she worked at Robert W Baird & Co, Inc for 17 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses addressing a wide range of planning topics, and clients can combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Karen Weber is a financial advisor at OSAIC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. Weber is co-owner of a farmland rental LLC and serves as a member of a church committee overseeing investment proceeds and grant requests. She is also involved in local government as a plan commission member for the Town of Calumet. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, offering portfolios constructed through various asset-allocation tools and employing a broad range of investment vehicles, managed on discretionary or non-discretionary bases.

Harrold Ribich is a financial advisor with Ameriprise in Manitowoc, WI, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior work includes roles at Stifel and B. C. Ziegler and Company. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations supported by algorithmic tools and oversight committees.

David Koch is a financial advisor at Thrivent Investment Management with one year of industry experience. He previously worked at Berkshire Hathaway for four years and has been with Thrivent since 2024. Outside of his advisory role, he co-owns and manages two rental properties in Manitowoc, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial topics without portfolio management or discretionary trading authority.

Nathan Raddatz is a CFP®-designated financial advisor with Ameriprise in Manitowoc, WI, bringing 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Endowment Committee of the Manitowoc Lutheran High School Board of Directors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine proprietary research and third-party data to support tailored, tax-aware withdrawal strategies.

Robert Reindl is a financial advisor with LPL Financial and holds a Series 66 designation. He has six years of industry experience, previously working at CUNA Brokerage Services, Inc. and UnitedOne Credit Union. In addition to his advisory role, he is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 investment adviser representatives.

Kay Van Sluytman is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Thrivent entities since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account options through its WealthPlan program, with an emphasis on periodic plan reviews delivered by its network of Financial Advisors.

Ryan Hale is a financial advisor at Edward Jones with 22 years of industry experience. He has held positions at Morgan Stanley and Citigroup Global Markets prior to joining Edward Jones in 2014. Hale holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies including wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm maintains a large network of financial advisors and branch offices and operates under a fiduciary standard when providing advisory services.

Shawnae Galien is a financial advisor at Ameriprise with three years of industry experience. She holds the Series 66 designation and has previously worked in educational roles within the Valders Area School District. Galien serves on the Board of Directors for Faith Lutheran Church and is involved with its Board of Christian Education and Board of Youth and Family, as well as acting as a parent representative on the PBIS Committee at Valders Elementary School. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide tailored retirement income recommendations, delivered through a centralized consulting team in partnership with its financial advisors.